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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,317 | $87,544-93.9% | $75,784-93.0% | $125,388-95.8% |
| Participation rate | 47.4% | 80.2%-32.8pp | 75.8%-28.5pp | 83.2%-35.8pp |
| Annual return | -2.53% | 13.49%-16.0pp | 9.68%-12.2pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $742 | $4,229-82.4% | $3,652-79.7% | $5,352-86.1% |
| Admin fee / account holder | $591 | $6,502-90.9% | $5,300-88.8% | $9,541-93.8% |